Viewing Your Leads
Depending on how your team operates, there are a few places you may go to start viewing the leads you need to work:
The All Leads page is a list of all leads across your entire account. This is best used if you work in a small or cross-functional team that regularly needs to jump to different types of leads
The My Teams page is a list of all leads associated to the team(s) you are apart of. This removes the noise of leads to different teams you don't work if your account is big enough to have different teams.
The My Leads page is a list of all leads assigned to you. This is the best place to go if your workflow is to only work the leads that have been assigned to you directly.
To get to any of these pages, click Leads in the left-hand navigation, then select the page from above that most makes sense for your workflow.
NOTE: If you are an agent, your account administrator may have disabled the 'All Leads' and/or 'My Teams' pages from your view. So if you do not see those options that is likely why.
When you navigate to one of those pages, each row (lead) gives you a quick snapshot:
Contact name and basic info
Assigned to — who's responsible for working the lead (or "Unassigned" if nobody has picked it up yet)
Status — where the lead sits in your workflow (Open, In Progress, or Closed)
Form — which form the lead came through (for example, Group Golf vs. Tournaments & Outings)
Filtering Your Leads
To zero in on what matters most, use the filters at the top of the page to filter to the status(s) you need to spend time with. Again - what status(s) you see and what it makes sense to filter to will likely depend on what your account administrator has set up.
Opening a Lead
Click on any lead in the list to open its full detail page in a new tab. This is where you'll see everything the person submitted through your web form, organized into clear sections. What you'll see for a lead will depend on what information you are asking for in your forms.
This page is also where you'll do the hands-on work of managing the lead — assigning it, updating its status, adding notes, and more. We cover all of that in detail in the Working a Lead from Open to Closed article.
Editing & Archiving a Lead
Sometimes the person who submitted the inquiry made a typo, or you've gathered updated information through a phone call. In those cases, you can click the Edit button on the lead detail page to update any of the submitted fields.
This keeps the lead record accurate without needing to track corrections separately.
If a lead is spam or completely irrelevant — someone testing your form, a bot submission, or anything you don't want cluttering your data — you can click the Archive button to remove it from your active views and reporting.
A word of caution: use this sparingly. Archiving is meant for leads you want to essentially erase from your system. If a lead simply didn't convert, close it with the appropriate status instead (like "Did Not Book") so you still have that data for future reference.
Still need help? Your Noteefy Customer Success Manager has your back. Or email us at [email protected].